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iShares Short-Term National Muni Bond ETF

757 hedge funds and large institutions have $8.75B invested in iShares Short-Term National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 249 increasing their positions, 326 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
-27
Holders Change %
-3.44%
% of All Funds
12.12%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
0.75%
New
66
Increased
249
Reduced
326
Closed
78
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WP
676
WealthPLAN Partners
Nebraska
$205K -$61.4K -587 -23%
Fifth Third Bancorp
677
Fifth Third Bancorp
Ohio
$204K
WMA
678
West Michigan Advisors
Michigan
$204K +$204K +1,948 New
QPWM
679
Quadrant Private Wealth Management
Pennsylvania
$204K +$204K +1,945 New
SIC
680
Sterling Investment Counsel
New York
$203K
SS
681
Sunbelt Securities
Texas
$203K -$124K -1,183 -38%
CF
682
Centaurus Financial
California
$191K +$86.5K +827 +83%
GIA
683
Goodwin Investment Advisory
Georgia
$191K -$51.2K -489 -21%
TC
684
Trust Company
Kansas
$189K +$31K +296 +20%
CSWM
685
Cassady Schiller Wealth Management
Ohio
$187K +$105 +1 +0.1%
AWM
686
Accel Wealth Management
Iowa
$179K +$314 +3 +0.2%
AAG
687
Armstrong Advisory Group
Massachusetts
$158K +$22.2K +212 +16%
OIA
688
Optimum Investment Advisors
Illinois
$157K
GRP
689
Global Retirement Partners
California
$155K +$38.1K +366 +33%
GEA
690
Glen Eagle Advisors
New Jersey
$149K +$149K +1,427 New
DCBT
691
Dakota Community Bank & Trust
North Dakota
$149K -$15.1K -144 -9%
BWA
692
BDO Wealth Advisors
Florida
$136K
PTC
693
Private Trust Company
Ohio
$130K -$16.6K -159 -11%
UB
694
UMB Bank
Missouri
$130K -$27.4K -262 -17%
TCWA
695
Ten Capital Wealth Advisors
Washington
$130K
DIP
696
DT Investment Partners
Pennsylvania
$127K +$11.3K +109 +10%
MFC
697
Morris Financial Concepts
South Carolina
$127K +$68.5K +654 +117%
KFS
698
Kelly Financial Services
Massachusetts
$118K -$53.3K -509 -31%
PP
699
Pacifica Partners
Canada
$118K -$7.84K -75 -6%
CAL
700
Capital Analysts LLC
Pennsylvania
$118K +$50.3K +481 +74%